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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,723 | $135,956-31.1% | $123,894-24.4% | $273,972-65.8% |
| Participation rate | 76.9% | 84.1%-7.1pp | 81.4%-4.5pp | 83.0%-6.1pp |
| Annual return | 7.96% | 56.63%-48.7pp | 47.52%-39.6pp | 41.46%-33.5pp |
| Employer contribution / active EE | $4,205 | $5,170-18.7% | $4,617-8.9% | $4,869-13.6% |
| Participant deferral / active EE | $8,114 | $6,343+27.9% | $5,984+35.6% | $5,287+53.5% |
| Admin fee / account holder | $10,971 | $9,817+11.7% | $8,357+31.3% | $10,133+8.3% |